Noorvest
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,576,897
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
12
17% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$298,075
About
NoorVest is a small, fee-based investment adviser that works primarily with individual and high-net-worth clients as well as trusts, estates, and other entities, offering discretionary and non-discretionary asset management alongside comprehensive and ongoing financial planning. The firm also manages held-away participant accounts for workplace plans and uses third‑party platforms to implement and monitor those strategies.
The firm specializes in Halal‑compliant investing and integrates third‑party Sharia screening tools and AAOIFI-style financial ratios into its selection process, excluding companies with more than 5% revenue from prohibited activities and avoiding margin, short selling, speculative hedging, and options. NoorVest may hire sub‑advisors, monitors holdings for ongoing compliance with its Halal screens, and operates tactical SMA portfolios that can hold elevated cash positions driven by proprietary macroeconomic models.
Compared with many peers, NoorVest charges flat‑rate membership packages rather than a traditional percentage‑of‑assets fee and collects fees in arrears under that structure. The brochure also highlights the firm’s use of proprietary models (e.g., MacroCast® and MicroCast®) to inform its SMA Tactical Portfolios and to illustrate model‑driven allocations, and the firm uses platforms such as Orion and Pontera when managing held‑away assets and participant accounts.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
ESG / Sustainable investing
Tax-loss harvesting
Cash flow / budgeting
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Fee options
Financial planning fixed fees between $2,500 and $7,500; ongoing financial planning at $2,400/year charged quarterly
$100,000 - $500,000: $2,388 annually ($199 monthly) $500,000 - $1,000,000: $5,988 annually ($499 monthly) $1,000,000 - $2,000,000: $11,988 annually ($999 monthly) $2,000,000 - $5,000,000: $23,988 annually ($1,999 monthly) $5,000,000 - $10,000,000: $37,500 annually ($3,125 monthly) $10,000,000 - $25,000,000: $60,000 annually ($5,000 monthly) $25,000,000 - $50,000,000: $120,000 annually ($10,000 monthly)
Ongoing financial planning at $2,400/year ($600 quarterly) subscription-like fee
Account minimum: $100,000 Minimum fee: Financial Planning Services flat fee between $2,500 and $7,500 based on complexity Fee-only: Yes, fee-based investment management with flat annual fees listed above, no commissions
Main office location
Noorvest
Leesburg VA, United States
Number of offices
2
Most active in
Noorvest has reported serving >5 clients in these states in the last 12 months.
California · Maryland · New York · North Carolina · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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